Accountants, CPAs and financial advisors
Hire an AccountingVirtual Assistant for Your Firm
An accounting virtual assistant takes the admin around your client work. They onboard new clients, chase documents, book meetings, keep your practice system current and help the books stay tidy. Advice, tax positions and sign-off stay with you.
- Pre-vettedTalent
- Your HoursMatched
- Global TalentPool
Key capabilities
What Your Accounting Virtual Assistant Can Handle
Firms usually start with client onboarding and document collection, then add scheduling, bookkeeping support and busy-season help.
- Accounting Virtual AssistantOne dedicated person who learns your firm's process and supports your team all year.
- Client OnboardingSends welcome emails and engagement letters from your templates, collects intake details and sets up client records.
- Document CollectionSends request lists, chases missing documents and files what arrives under your naming rules.
- Tax Season SupportTracks deadlines, sends reminders and keeps client checklists moving during busy periods.
- Bookkeeping SupportCategorizes transactions and reconciles accounts in your software, ready for your review.
- Invoicing and CollectionsSends invoices on schedule and follows up politely on overdue payments.
- Practice Management UpdatesKeeps client records, tasks and statuses current in your practice management system.
- Appointment SchedulingBooks client meetings and reviews across calendars and handles reschedules.
- Email ManagementSorts the shared inbox, sends routine replies from approved templates and flags urgent items.
- Financial Advisor AdminPrepares meeting notes, schedules client reviews and follows up on paperwork you have prepared.
Before and after
- Clients chased for documents by hand
- Onboarding steps forgotten
- Busy season admin crowding out advice
- Invoices sent late
- Partners answering routine emails
- Document requests sent and tracked
- Onboarding follows one checklist
- Busy-season admin covered
- Invoices sent on schedule
- Routine emails answered by your assistant
Illustrative example, not a measured customer outcome.
How it works
Hire Your Accounting Virtual Assistant in 3 Simple Steps
- 1Tell Us How Your Firm RunsShare your software, your client process and the busy periods you need covered.
- 2Meet Your ShortlistWe introduce 3 to 5 vetted candidates who fit your tools and your hours.
- 3Start With One ProcessBegin with client onboarding or document collection, then widen the scope.
Why choose Jobeelink
Secure, Reliable & Professional Support
Client financial records are confidential. You decide what your assistant can see. Share logins through a password manager, limit access to the systems each task needs, and keep portal credentials, e-signature authority and filing sign-off with licensed members of your team.
- Verified TalentInterviewed, skills-tested and reference-checked.
- You Control AccessShare only what the role needs.
- Replacement GuaranteeTerms are set out in your agreement.
- Your HoursAgreed before anyone starts.
Works inside the tools you already use
- QuickBooks
- Xero
- Google Workspace
- Calendly
- Zoom
Tool names show software your assistant can work inside, not official partnerships.
Flexible engagement options
Choose a Plan That Fits Your Needs
Hire part-time, full-time or for a single project. Scale up or down as your business grows.
Selected: Full-Time. Start with full-time
Boost your productivity
Give the Client Adminto Someone Who Keeps It Moving
Tell us which processes slow your firm down and which tools you use. We will introduce candidates who can start on onboarding or documents this week.
- Onboard Faster
- Collect Documents Sooner
- Cover Busy Season
- Free Up Partner Time
Frequently asked questions
Find Quick Answers
They handle the admin around your client work: onboarding, document requests, scheduling, invoicing, email, bookkeeping support in your software and keeping your practice system current.
Tax advice, tax positions and sign-off stay with you and your licensed team. If you want help with return preparation, raise it on your consultation so we can scope the role properly.
Yes, on administration: scheduling client reviews, preparing meeting notes, following up on paperwork and updating your CRM. Investment advice, trading and compliance decisions stay with licensed advisors.
You control access. Share logins through a password manager, give access only to the systems a task needs, and raise any confidentiality terms you require on the consultation call.
Part-time assistants start at $700 a month for about 20 hours a week, and full-time assistants start at $1,400 a month for 40 hours. Specialized roles start at $1,300 part-time and $2,400 full-time. Your exact rate depends on experience and scope, and we confirm it before you hire.
Yes. We narrow the pool down to a shortlist of three to five candidates, and you interview them and decide who joins your team. We never assign someone to your business without your approval.
Every placement includes a replacement guarantee. If things don't work out during the guarantee period in your agreement, we find you a new assistant without charging another matching fee.
Ready to hand off the work you keep putting off?
Share the role and get your shortlist within 24 hours, or talk to our team first.
